07 May Why You Should Hire a Financial Planner, Even if You’re Not Rich
Posted at 17:37h
in News/Resources
Article by The New York Times
25 Apr Medicare is Issuing New Cards in April Without SSNs
Posted at 17:26h
in News/Resources
The Centers for Medicare and Medicaid Services (CMS) has announced they will begin issuing new red, white and blue Medicare cards that no longer show Social Security Numbers (SSNs). Beginning this month, April 2018, and concluding by April 2019, CMS will mail new identification cards...
18 Apr All Returns are NOT Created Equal (Especially in Retirement)
Posted at 15:31h
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Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
05 Mar Keep Recent Market Volatility in Perspective
Posted at 15:04h
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Written by: Joseph Piela, CFP®, Portfolio Advisor with Sax Wealth Advisors
14 Dec Sax Wealth Advisors Acquires The GM Financial Group and Brings Assets Under Management to Over $1 Billion
Posted at 09:56h
in News/Resources
Clifton, NJ, December 15, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey, central New Jersey and New York City, has announced the acquisition of The GM Financial Group, LLC based in Pennington, NJ. The addition of...
12 Dec Nurturing Your Nest Egg
Posted at 15:57h
in News/Resources
Co-written by Marie DeCaprio CFA®, CFP® and Jeremy Rhen, CFP®
27 Oct Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)
Posted at 10:16h
in News/Resources
Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s...
18 Sep Withdraw Wisely From Your Retirement Nest Egg
Posted at 14:06h
in News/Resources
Written by: Marie DeCaprio, Partner with Sax Wealth Advisors Studies have shown that a great majority of people nearing retirement overestimate how much they can withdraw, or simply do not know how much they should withdraw from their nest egg once retired. This is a...
04 Aug Issuing Securities and Its Impact on Returns
Posted at 10:41h
in News/Resources
Research has found large and frequent issues of debt and equity affect firms' returns. Read more...
10 Jul More Evidence on the Persistent Underperformance of Active Funds
Posted at 11:42h
in News/Resources
Larry Swedroe looks at new data on active funds' persistent underperformance. Read more...